Baker Avenue Asset Management’s HSBC HSBC Stock Holding History

Baker Avenue Asset Management’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-813	Closed	-$32.1K	–	861
2023 Q3	$32.1K	Hold	813	–	–	﹤0.01%	581
2023 Q2	$32.2K	Sell	813 -47	-5%	-$1.75K	﹤0.01%	586
2023 Q1	$29.4K	Buy	860 +47	+6%	+$1.69K	﹤0.01%	607
2022 Q4	$25.3K	Buy	+813	New	+$23.1K	﹤0.01%	578

Other funds holding HSBC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baker Avenue Asset Management's HSBC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of HSBC (HSBC) in Q4 2023, closing a stake of 813 shares — an estimated $32.1K sold.

Baker Avenue Asset Management first reported a position in HSBC in Q4 2022 and held it in 4 quarters. The position peaked at $32.2K in Q2 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

Baker Avenue Asset Management reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 813 HSBC shares in Q4 2023, an estimated $32.1K.
Baker Avenue Asset Management first reported a position in HSBC in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's HSBC position peaked at $32.2K in Q2 2023.
411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.